What we do:

No One Should Ever Claim Benefits without Running the Numbers & Understanding the Consequences of the Decision for Individual and the Spouse!

I’d be honored to be a part of your team and help you help your clients.

I charge $200 (Money Back Guarantee) for which I will;

Visit over the phone with your client to get enough and the right information to run a personalized analysis.

Run an analysis and either mail or email the completed analysis.

Walk them through the analysis after they’ve reviewed and written down their questions. Either over the phone or in person (location permitting).

Be available for questions that always come up after the fact.

Rerun the analysis after the first year as time and situations change ($100 update fee).

Walk the client through the social security website when they decide to claim so they don’t have to wait in line at the Social Security Administration.

** With your clients approval I will forward the report to you and you are more than welcome to participate in any conversations I have with them!!!!

I gave up my all my securities licenses that I’ve had for the past 40 years so that there would be no conflict of interest when it comes to working with your clients.

Need a Speaker on a Timely Topic?

If you are interested in hosting a social security workshop for clients, prospective clients or employees or have a need for a speaker at a Civic or Church function, please feel free to contact me.

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OUR MISSION

In a study conducted by Benefits Review in 2012 it was discovered that 50% of fully insured workers claim Social Security at age 62. Only 4% claim after their full retirement age, and less than 2% wait to age 70. The study found a relationship between deferred claiming and education, implying bad decisions may be a result of lack of understanding of the implications of their decisions.

Our mission is to be a resource and partner for CPAs and HR Departments when it comes to Social Security questions and education.